Oliver Lagore Vanvalin Investment Group’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.9K | Buy |
+1,112
| New | +$37.9K | 0.01% | 281 |
|
|
2024
Q4 | $57.1K | Sell |
1,522
-623
| -29% | -$23.4K | 0.01% | 237 |
|
|
2024
Q3 | $81.3K | Sell |
2,145
-1,202
| -36% | -$45.6K | 0.02% | 194 |
|
|
2024
Q2 | $116K | Sell |
3,347
-19
| -0.6% | -$658 | 0.03% | 156 |
|
|
2024
Q1 | $121K | Buy |
3,366
+623
| +23% | +$22.4K | 0.04% | 160 |
|
|
2023
Q4 | $95.2K | Sell |
2,743
-16
| -0.6% | -$555 | 0.04% | 155 |
|
|
2023
Q3 | $83.8K | Buy |
2,759
+1,141
| +71% | +$34.7K | 0.03% | 185 |
|
|
2023
Q2 | $52K | Buy |
+1,618
| New | +$52K | 0.02% | 245 |
|